Use Voucher Setup to create and manage gift vouchers for your customers. You can generate single vouchers or print them in bulk with unique codes. Customers redeem these vouchers as payment at the POS. Vouchers can be created individually or generated in batches with configurable prefixes, numbering sequences, and denominations. The system tracks the full voucher lifecycle: Published → Redeemed → Expired.

When to use this: When you want to create gift vouchers for your customers.

Prerequisites

• Payment Mode for voucher redemption configured
• Outlets configured for voucher validity

Voucher List

📝 General Description

The list displays all vouchers with their numbers, status, and validity dates. In the screenshot above, there is one voucher: VH00001 ("voucher 10K") with status PUBLISHED, valid from 14 Jan 2026 to 14 Jan 2027.

⚙️ Configuration Guide & UI Elements

• 🔴 1. Add New
  • Element Type: Button (Green)
  • Function: Opens the form to create a new voucher or generate a batch.
• 🔴 2. Search Bar
  • Element Type: Input Field (Search in voucher name)
  • Function: Filters by voucher name or number.
• 🔴 3. Filter Icon (🔽)
  • Element Type: Funnel button
  • Function: Opens advanced filter panel (status filter, show deleted).

📊 Column Descriptions

📋 Voucher Status Lifecycle

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Add / Edit Voucher

Click + Add New or click an ID link to open the form:

Single Voucher

Batch Generation

Generate multiple vouchers at once with sequential numbering:

Example: Prefix GV-, 4 digits, Start 1, End 100 → generates vouchers GV-0001 through GV-0100.

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How to Edit a voucher

1. In the Voucher Setup page, find the voucher you want to change.

2. Click the blue voucher name link. The edit form opens — it looks the same as the "Add New" form, but all fields are already filled in with the current values.

3. Change the fields you need to update.

4. Click Save to apply your changes.

✅ Expected Result: The voucher is saved with status PUBLISHED and redeemable at POS.

[!TIP] To make changes, just click the name of any voucher in the list — the same form opens with everything already filled in. Change what you need and click Save.

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💡 Example

Chinese New Year Gift Voucher Campaign

Scenario: A retail chain wants to sell $50 gift vouchers for CNY.

1. Click + Add New → switch to Batch Generation mode.

2. Set: Prefix = CNY2026-, Digits = 4, Start = 1, End = 500, Amount = $50.00. 3. Set Start Date = 01 Jan 2026, End Date = 28 Feb 2026.

4. Click Generate — this creates 500 vouchers: CNY2026-0001 to CNY2026-0500.

5. Print the voucher codes and sell them at the counter. 6. When a customer presents voucher CNY2026-0123, the cashier scans/enters the code at POS.

7. The $50 value is applied as a payment method → voucher status changes to REDEEMED. 8. After 28 Feb 2026, any unused vouchers automatically become EXPIRED.

Refund Voucher

Scenario: A customer returns an item worth $25. Instead of cash refund, issue a store credit voucher.

1. Click + Add New (single mode).

2. Set: Voucher Name = Refund-CustName, Amount = $25.00, No End Date. 3. Print/email the voucher code to the customer. 4. Customer redeems it on their next visit.

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Actions

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Access & Permissions

[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.

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How to Delete a Voucher

1. Navigate to Voucher Setup from the sidebar menu.

2. Click the name or code link (blue text) of the record you want to delete. 3. In the edit form, scroll down to the bottom.

4. Click the Delete button (red button). 5. A confirmation dialog appears — click Yes to confirm deletion.

Expected Result: The record is soft-deleted — it is hidden from the active list and POS terminals but can be restored later using the "Show Deleted" filter.

[!WARNING] Records linked to active transactions or other modules cannot be deleted. The system will display an error if deletion is not allowed.

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How to Add a New Voucher

1. Navigate to Voucher Setup from the sidebar menu.

2. Click the + Add New button (green button).

3. Fill in the required fields in the form.

4. Fill in any optional fields as needed.

5. Click Save to create the new voucher.

✅ Expected Result: The new voucher appears in the list and is available for use across the system.

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FAQ

Q: Why is this payment mode not appearing on the POS? A: Check that the payment mode is marked as Active and assigned to the correct outlet. The POS also needs to sync.

Q: Can I edit a completed sales transaction? A: No. Completed transactions cannot be edited. You can void the transaction and create a new one if correction is needed.

Q: How do I set up a new tax rate without affecting past transactions? A: Create a new GST rate with a future Commence Date. The system will automatically apply the old rate to past transactions and the new rate from the effective date.

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Troubleshooting

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Related Menus

• Product Setup > Product List — products linked to pricing
• Master Data > Outlet Setup — outlet-specific payment modes
• Master Data > POS Setup — POS terminal configuration
• Setting > Feature Setup — enable/disable sales features

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Open Questions / Confirmation Needed

[!NOTE] The following items may vary depending on your system version and configuration:

• Exact permission settings depend on your Privileges Setup configuration
• Sync timing to POS terminals depends on network conditions and sync schedule
• Some features may require additional licensing or module activation
• Field behavior may differ between EQuip versions

If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.